Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding MFS MFS Total Return Bond R6 in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRANCHISE WORLD HEADQUARTERS, LLC SUBWAY 401(K) SAVINGS PLAN | SHELTON CT | 788 | $133.3M | $4.1M |
| 2 | ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. ST. MARY'S HEALTHCARE SYSTEM FOR CHILDREN, INC. 403(B) RETIREMENT PLAN | UNIONDALE NY | 1,191 | $108.4M | $2.5M |
| 3 | KAHN VENTURES, INC. |
AUSTELL GA |
| 1,775 |
| $146.5M |
| $2.4M |
| 4 | FB FINANCIAL CORPORATION FIRSTBANK 401(K) SAVINGS PLAN & TRUST | NASHVILLE TN | 1,429 | $111.3M | $729K |
| 5 | LUMMUS CORPORATION LUMMUS CORPORATION EMPLOYEES 401(K) PLAN | SAVANNAH GA | 130 | $12.9M | $400K |
| 6 | ALLIANCE STEEL CORPORATION ALLIANCE STEEL 401(K) PLAN | GARY IN | 125 | $11.3M | $336K |
| 7 | FPI MANAGEMENT, INC. FPI MANAGEMENT, INC. 401(K) PLAN | FOLSOM CA | 3,945 | $23.2M | $5K |
| 8 | HAVER TYLER, INC. HAVER TYLER PROFIT SHARING & SAVINGS PLAN | MENTOR OH | 282 | $11.4M | $4K |
